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June 19, 2020
Question

How do I add a field to a custom report? I need to pull "Company" codes into a custom report. Company codes are in the customer master data file but not a default choice

  • June 19, 2020
  • 1 reply
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1 reply

June 19, 2020

Good Morning, jmuchineuta .

 

Glad to have you in the QuickBooks Community. After doing some research I found there are some reports that don't allow you to have the custom field column within the report nor allow you to filter by custom field. With many you can follow these steps to add the desired column to the report:

 

  1. Go to Reports.
  2. Find and select the report you want to customize.
  3. Select Customize.
  4. Select Rows/Columns, then Change Columns. (Keep in mind, if you do not see Change Columns, the particular report that you currently have does not support the use of custom columns.)
  5. Mark the columns you want to appear on your report.
  6. Select the square of dots (order) beside each column, then drag and drop it to your desired order.
  7. Select Run Report.

You're now able to customize columns on reports. I'm here to assist if you have any other questions. Simply Reply below at any time to reach me.